Save Easify Product Options to Shopify Order Notes

2 min setup

No coding required

Runs automatically

Capture customer product customizations from Easify and send them directly to Shopify order notes. Keep all special requests, add-ons, and custom selections visible in your order management system so you never miss important details when fulfilling orders. Leave the template as is to preserve all options in the order notes or filter for select options in the trigger.

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Order Created

Update Order Notes

How it works

2 steps to start automatically capturing product options in your order notes

App connector: Easify Product Options • Time to complete: 0 minutes (Auto-configured)

Why this matters: This trigger detects when customers place new orders with Easify Product Options, capturing all the custom selections they made before the order data moves through your system.

When a customer completes checkout with customized products (like engraved text, color choices, or add-ons configured through Easify), this trigger immediately captures the order details including all custom options and selections. The system automatically retrieves the complete order data, including line item details and the specific product customizations your customer chose. This data gets passed to the next step for processing into your order notes.

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)

Why this matters: This step formats all custom product options into readable order notes, making it easy for your fulfillment team to see exactly what each customer wants without switching between apps.

The system takes each line item from the order and creates a structured note showing the product name, SKU, and all custom options with their selected values. For example, if someone ordered a t-shirt with "Size: Large" and "Color: Blue" options, those details get clearly formatted in the order notes. The notes get appended to any existing order information, so you don't lose other important details. Your team can then view all customization requirements directly in the Shopify order interface.

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Frequently asked questions

Will this work if I have multiple Easify option sets on one product?

Yes, the workflow captures all option sets configured for each product. If you have size, color, and engraving options all on one item, each selection gets included in the order notes with clear labels.

Can I customize how the product options appear in the order notes?

Absolutely. You can modify the note formatting in the "Update Order Notes" step to change the layout, add spacing, include additional product details, or organize the information differently to match your fulfillment process.

What happens if a customer places an order with regular products and Easify customized products together?

The workflow only processes line items that have Easify product options attached. Regular products without customizations won't appear in the generated notes, keeping your order notes focused on items that need special attention.

Make this template your own!

Customize this workflow even further:

Format notes with HTML styling

Add bold text, line breaks, and organized sections to make product options stand out more clearly in your order management interface.

Send custom option details to fulfillment apps

Connect the captured product options to shipping tools like ShipStation or fulfillment services so custom requirements follow orders through your entire process.

Store detailed option data in spreadsheets

Save all product customizations to Google Sheets or Airtable for reporting on popular options, inventory planning, or customer preference analysis.

Trigger notifications for complex orders

Set up alerts to your team via Slack or email when orders contain specific custom options that need special handling or longer processing time.

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